Marquette Associates serves more than 100 Taft-Hartley clients with over $60 billion in assets as of June 30, 2020 – from million-dollar locals to multi-billion dollar internationals. Our Taft-Hartley clients benefit from over 30 years of union experience with everything from pension reform and its effect on multi-employer pension funds to defined contribution plans. The resources of a fully credentialed actuary on staff enable Marquette to partner more closely with union actuaries to help ensure that plan liabilities and cash flows are properly reflected in investment objectives and asset allocation studies.

Taft-Hartley Investment Expertise

  • Defined benefit
  • Defined contribution
  • Annuity
  • Self-insurance
  • Training
  • Vacation

Featured Experts

Miguel Zarate | Chief Operating Officer, Managing Director

Miguel serves on the firm’s executive committee and is the primary investment consultant on several relationships, with a focus on Taft-Hartley clients.

Brian Wrubel | Chief Executive Officer

The president and CEO of Marquette, Brian has been with the firm for over 30 years.

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